Paul Lewis

Paul Lewis Email and Phone Number

Financial Advisor providing comprehensive wealth management and financial planning services to affluent families @
Paul Lewis's Location
New York City Metropolitan Area, United States, United States
Paul Lewis's Contact Details

Paul Lewis personal email

n/a

Paul Lewis phone numbers

About Paul Lewis

Paul Lewis is a senior partner, Managing Director and Senior Portfolio Manager of the Wittenstein Adelman Lewis Group whose practice focuses primarily on managing approximately $3 billion of ultra-high net worth, corporate, and not-for-profit and philanthropic assets. Before joining UBS, he was a Vice President at Merrill Lynch in their Global Wealth Management division. Prior to that, he was an associate at Bernstein Investment Research and Management. Before joining Bernstein, Paul worked in the fixed income services area of The Chase Manhattan Bank, and as an insurance specialist for Massachusetts Mutual in New York.Paul received his B.S. in Finance and International Business from the University of Richmond and his M.B.A. from New York University’s Stern School of Business. Paul is a board member of Friends of the Children, an early intervention program dedicated to helping New York City’s most at-risk children. He resides in New York, NY and in his spare time he loves traveling the world./*********/**These are the comments of this employee only, and not of UBS Financial Services Inc., its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See http://www.ubs.com/fas-legal for the full disclosure.**

Paul Lewis's Current Company Details
UBS Financial Services

Ubs Financial Services

Financial Advisor providing comprehensive wealth management and financial planning services to affluent families
Paul Lewis Work Experience Details
  • Ubs Financial Services
    Managing Director- Private Wealth Management
    Ubs Financial Services Mar 2021 - Present
  • Ubs Financial Services
    Senior Vice President- Private Wealth Management
    Ubs Financial Services Jan 2009 - Feb 2021
  • Merrill Lynch
    Wealth Management Advisor
    Merrill Lynch Sep 2003 - Jan 2009
    New York, Ny, Us
  • Bernstein Investment Research & Management
    Client Advisor
    Bernstein Investment Research & Management Jul 1999 - 2003
    New York, Ny, Us
  • Jp Morgan Chase
    Assistant Vice President
    Jp Morgan Chase Jul 1998 - Jun 1999
    New York, Ny, Us

Paul Lewis Skills

Alternative Investments Wealth Management Portfolio Management Investments Asset Management Asset Allocation Series 7 Equities Hedge Funds Financial Markets

Paul Lewis Education Details

  • Nyu Stern School Of Business
    Nyu Stern School Of Business
    Finance And International Business
  • Division Avenue High School
    Division Avenue High School

Frequently Asked Questions about Paul Lewis

What company does Paul Lewis work for?

Paul Lewis works for Ubs Financial Services

What is Paul Lewis's role at the current company?

Paul Lewis's current role is Financial Advisor providing comprehensive wealth management and financial planning services to affluent families.

What is Paul Lewis's email address?

Paul Lewis's email address is pa****@****ubs.com

What is Paul Lewis's direct phone number?

Paul Lewis's direct phone number is +121271*****

What schools did Paul Lewis attend?

Paul Lewis attended Nyu Stern School Of Business, Division Avenue High School.

What skills is Paul Lewis known for?

Paul Lewis has skills like Alternative Investments, Wealth Management, Portfolio Management, Investments, Asset Management, Asset Allocation, Series 7, Equities, Hedge Funds, Financial Markets.

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